Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katrina? Claim Your ProfileKatrina Marie Quispe is a registered representative with Ameriprise Financial Services, LLC, and has been in the industry since 2021. Katrina is a Series 7TO, Series 63, and Series 65 licensed professional. Katrina is registered with the state of New Hampshire and 29 other states as an investment advisor representative and has a current approved registration with Texas as a broker. Katrina has also been employed by Fidelity Investments, Northeast Rehabilitation Hospital, Edward Jones Investments, and Wyoming Catholic College. Katrina is dedicated to providing clients with the personalized financial guidance and investment management services they need to reach their goals. Ameriprise Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides a variety of financial products and services, including investment management, financial planning, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
02/22/2023 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
09/23/2021 - 10/28/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 12/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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